MANAGED PORTFOLIOS

Financial planning

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....

Financial planning

AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....

Financial planning

Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....

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Financial planning

AMP has expanded its managed portfolio offer with additional options for the MyNorth Sustainable and Zenith ranges with further additions planned in due course....

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Funds management

The investment and superannuation platform reported net inflows of $1.7 billion, representing a growth of 36.7% against the previous corresponding period. ...

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Funds management

AMP MyNorth’s managed portfolios have exceeded $1 billion in funds under management, while clients’ allocations remained steady through COVID-19....

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People & Products

AMP’s Invest Blue and Russell Investments have developed new managed portfolios which will be offered through AMP’s wrap platform MyNorth. ...

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People & Products

The portfolio aims to help lower the carbon economy, avoid strategic investments in harmful sectors and drive positive change through capital. ...

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Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

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Funds management

Multi-currency functionality has been added to the HUB24 platform, which will give investment managers the capability to include up to ten foreign currencies when impleme...

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Financial planning

The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...

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Financial planning

HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...

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People & Products

AMP has appointed Morningstar as the external research provider for its advice business. ...

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Funds management

AMP has launched a new product consisting of 12 separately managed portfolios, with the MyNorth Managed Portfolios offering being available across its superannuation rang...

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Features

Managed portfolios are increasingly offering varied and complex products and management tools, writes Janine Mace....

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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

2 days ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

2 days ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

2 days 7 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 2 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 5 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

2 days ago